While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…
McAlinden Research PartnersApril 30, 2021
Treasury yields stormed higher through the first quarter of 2020, pricing in increasingly elevated inflation expectations through the year ahead. With inflation…
McAlinden Research PartnersApril 15, 2021
Inflation remains the hottest topic on investors’ minds. Following the passage of the latest trillion-dollar stimulus package in March, web…
McAlinden Research PartnersMarch 31, 2021
Despite several headline-inducing headwinds that hit banks in recent weeks, including a shift in SLR calculations and the implosion of Archegos Capital…
McAlinden Research PartnersMarch 30, 2021
Economic growth is forecast to bounce back in the short-run, but measures of consumer sentiment have yet to reflect such…
McAlinden Research PartnersFebruary 26, 2021
Despite a combination of ultra-easy monetary policy and trillions of Dollars’ worth of QE flooding the economy throughout 2020, signs…
McAlinden Research PartnersJanuary 29, 2021
Silver outperformed gold last year after staging a massive comeback from historic relative weakness. The early stages of the economic…
McAlinden Research PartnersJanuary 19, 2021
Banks soared last week after the Fed announced they could resume share repurchase programs. However, the rally was capped by…
McAlinden Research PartnersDecember 23, 2020
Summary: Gold suffered a rough month in November, while Bitcoin soared toward new highs. This decoupling undermined the improving correlation…
McAlinden Research PartnersDecember 2, 2020
